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Connecting estimate to business opportunity

  • May 12, 2025
  • 2 replies
  • 40 views

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Can anyone tell me if it’s possible to manually connect or peg an estimate to a business opportunity and even a certain business opportunity revision? 

Best answer by caseyshaffer

Thank you

2 replies

Abdul
Superhero (Partner)
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  • Superhero (Partner)
  • May 13, 2025

Hi ​@caseyshaffer,

No, it is not possible to manually peg an Estimate with a Business Opportunity.

Please take a look at the help documents explanation below as well.

You can create a new business opportunity or opportunity lines on an existing opportunity, for a customer, and the selection of deliverable lines related to versions included. 

 

Regards

Abdul Rehman


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  • Author
  • Do Gooder (Customer)
  • Answer
  • June 2, 2025

Thank you